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Minimizing Fees in Retirement Accounts

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped  
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This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

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  1. Success in the New Retirement

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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